COMPANY DESCRIPTION

Xeinadin was established in 2019 when more than 100 successful, independent, business advisory and accountancy practices across the UK and Ireland came together to re-imagine the future of accountancy. Our collective mission to provide locally forged, trusted business advice to SMEs through forward-thinking, close-knit relationships remains pivotal to our growth. It is our people who help drive our business forward, and we offer them future-focused career opportunities whilst supporting the individual specialisms.

DESCRIPTION

We are seeking a proactive, energetic candidate with proven experience in identifying customer needs and providing tailored recommendations for Investment, Life, and Pensions. The ideal candidate will have a strong background in sales.

KEY REQUIREMENTS

• Demonstrates strong communication and organizational abilities.
• Capable of analysing issues, seeking necessary support, and making informed decisions.
• Efficiently works towards achieving set goals and targets.
• CFP or working towards the designation desirable, QFA essential

Achieve revenue and business targets across life, pension, and investment products, maintaining high standards of professionalism and advice. Conduct thorough fact-finding with customers to identify and prioritize their financial needs and objectives.
Actively develop and nurture both internal and external relationships to promote the business.
Adhere to defined quality standards, including processes, technology, and procedures, ensuring full compliance with company policies, procedures, and regulatory requirements.